Give material AI delivery risks a place in the pipeline
When an evaluation payload identifies a deal-level risk or expansion opportunity, create a Salesforce opportunity for the team to track.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create opportunity
Creates a new opportunity in salesforce with the specified information.
Why this helps
Potential deal impact from evaluation results can be missed when it stays in engineering review notes.
- Create a trackable sales record from a supplied commercial signal.
- Keep evaluation context with the opportunity.
- Reduce delays in routing material deal risks to sales.
Setup
Build it in a few focused steps.
- 1Connect Arize AX and Salesforce in the Notis portal once.
- 2Create an automation in Automations, New Automation, and give it a name and prompt.
- 3In one instruction, ask Notis to create a Salesforce opportunity only when the incoming evaluation payload indicates a material commercial risk and provides the required opportunity details, including name, stage, and close date.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real payload containing valid opportunity details and a clear commercial signal.
Questions about this workflow
Will every negative evaluation create an opportunity?
No. Instruct Notis to create one only when the payload indicates a material commercial signal. Technical failures alone should not be treated as sales opportunities.
What details are needed to create the opportunity?
Provide the opportunity name, stage, and close date, plus any other details your Salesforce organization requires.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Arize AX to Salesforce. A trigger fires from one place; an action lands in another.
Arize AX triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Arize AX and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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